Copperleaf Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
5,086
-211
-4% -$22K 0.27% 78
2025
Q1
$558K Sell
5,297
-520
-9% -$54.8K 0.33% 72
2024
Q4
$620K Buy
5,817
+369
+7% +$39.3K 0.39% 60
2024
Q3
$592K Buy
5,448
+46
+0.9% +$5K 0.45% 64
2024
Q2
$576K Sell
5,402
-217
-4% -$23.1K 0.46% 63
2024
Q1
$605K Buy
5,619
+275
+5% +$29.6K 0.52% 58
2023
Q4
$579K Buy
5,344
+136
+3% +$14.7K 0.59% 50
2023
Q3
$534K Buy
5,208
+2,425
+87% +$249K 0.58% 46
2023
Q2
$297K Buy
+2,783
New +$297K 0.28% 66